Other · DOL Form 5500 · 2023

University of Hartford Retirement Plan

Data updated 2026-08-11

$435M
Total assets: 876
Participants: 97th
Percentile by assets: $496,695
Avg per participant

Official DOL plan name: University of Hartford Defined Contribution and Tax-Deferred Annuity Retirement Plan · Sponsored by University of Hartford · Connecticut · Educational Services

$435M in assets, 876 participants

University of Hartford's University of Hartford Defined Contribution and Tax-Deferred Annuity Retirement Plan reported $435M in total assets and 876 participants in its 2023 DOL Form 5500 filing, ranking in the 97th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

97th percentile by assets (of 127,072 plans)
#3,577 in Educational Services (3,735 peers)

Where University of Hartford Defined Contribution and Tax-Deferred Annuity Retirement Plan sits by assets

University of Hartford Defined Contribution and Tax-Deferred Annuity Retirement Plan sits in the top 5% of all filed plans by assets, $435M for 876 participants (~$496,695/participant), up 9.7% in 2023.

$435M
total plan assets (2023 EOY): 876
covered participants: 97th
percentile by assets (of 127,072 plans): $496,695
avg assets per participant

University of Hartford Defined Contribution and Tax-Deferred Annuity Retirement Plan reported net income rose from -$60M in the plan year 2022 filing to $39M in the plan year 2023 filing.
University of Hartford Defined Contribution and Tax-Deferred Annuity Retirement Plan end-of-year assets rose from $396M in the plan year 2022 filing to $435M in the plan year 2023 filing.
University of Hartford Defined Contribution and Tax-Deferred Annuity Retirement Plan reported participants fell from 930 in the plan year 2022 filing to 876 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Connecticut

Industry

Educational Services

University of Hartford Defined Contribution and Tax-Deferred Annuity Retirement Plan vs the 2023 asset distribution

By assets, University of Hartford Defined Contribution and Tax-Deferred Annuity Retirement Plan outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 4.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$396M
Net Assets (End of Year)	$435M
Net Income	$39M
Employer EIN	060731360
Plan Effective Date	1959-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (University of Hartford)

Total plan assets by year, all University of Hartford plans on file

Year	Plans	Participants	Total Assets
2022	1	930	$396M
2023	1	876	$435M
2024	1	807	$458M

Nearby Other Plans in Connecticut

Peer Other plans, same state, same plan type, ranked by total assets.

University of Hartford Defined Contribution and Tax-Deferred Annuity Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants

Yale University Retirement Account Plan $7.4B · 12,259
Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan $2.0B · 22,121
Yale University Tax-Deferred 403(b) Savings Plan $840M · 18,754
Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) $705M · 2,287
Hartford Healthcare 403(b)Plan $643M · 5,192

Compare University of Hartford Defined Contribut… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to University of Hartford Defined Contribution and Tax-Deferred Annuity Retirement Plan by total assets, not by location.

Seattle University Employees Retirement Plan (WA) $434M · 2,067
Munson 403(b) Plan (MI) $436M · 8,262
The University of Chicago Medical Center Supplemental Retirement Annuity Plan (IL) $432M · 10,942
Adelphi University Defined Contribution Retirement Plan (NY) $439M · 1,225

Frequently Asked Questions

How did University of Hartford Defined Contribution and Tax-Deferred Annuity Retirement Plan assets move in 2023? ▼

University of Hartford Defined Contribution and Tax-Deferred Annuity Retirement Plan grew at a solid clip - up 9.7% during 2023, from $396M to $435M. Reported net income was $39M.

How have University of Hartford plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), University of Hartford's sponsor-wide assets grew 15.4%, from $396M to $458M.

Where does University of Hartford Defined Contribution and Tax-Deferred Annuity Retirement Plan rank by assets among Form 5500 filers? ▼

University of Hartford Defined Contribution and Tax-Deferred Annuity Retirement Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which Other plans are similar in size to University of Hartford Defined Contribution and Tax-Deferred Annuity Retirement Plan? ▼

Among Other plans in other states, the closest by assets is Seattle University Employees Retirement Plan in WA ($434M, 2,067 participants).

Next read for University of Hartford Defined Contribut…

Scale reading

Ways to act on University of Hartford Defined Contribution and Tax-Deferred Annuity Retirement Plan's numbers.

By total assets, University of Hartford Defined Contribution and Tax-Deferred Annuity Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in Connecticut. Compare plans
University of Hartford's sponsor-wide assets have grown 15.4% since 2022 across 3 plan years on file. More Educational Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 060731360.